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Filter daily prospect email by tag

Building on the foundation laid by the new tagging system we recently added to Pardot, we’ve now added the ability for you to filter your daily prospect activity email reports to not include prospects with certain tags.

Filter Daily Prospect Activity Emails by Tag

This new option can be seen under User Preferences (accessible from https://pi.pardot.com/user — under a user’s actions — or at the top of a user’s read screen). This is an option for your “personal” report (“My Prospects”) and for the “global” report (“All Prospects”).

Example Use Case

Set up an automation that adds a “customer” or “client” tag to any prospect with a “closed won” opportunity status. Then, add this tag to the filter for your daily prospect activity emails so you only see prospects that you haven’t already sold.

3 thoughts on “Filter daily prospect email by tag”

Awesome! Thanks for the feedback Michelle. It’s done on a per user basis though so you can set it up for them (Administration –> Users –> Edit preferences) or they can do it themselves (Click on name in top right –> Edit preferences).

You will also need to start tagging whatever you (or they) want to filter out.